Daniel Barbieri Email & Phone Number

Lincoln, Rhode Island, United States

Lincoln, Rhode Island, United States

*Responsible for educating and writing new business for auto, home, marine and trailer policies.*Serviced existing accounts including taking payments, call documentation, answering coverage related questions, assisting with policy changes ie. deductible, car, change etc. * Referred new and existing insureds to Amica Life for a life insurance quote as well as new lines of business. * Assisted customers with completing electronic applications for new lines of business.

Providing students and parents a way to finance education for school as well as refinancing existing student loans.

East Providence, Ri

Switch Service Specialist 05/2014-01/2015 • Built professional relationships with payroll companies, ACH billing and third parties by gathering their procedures for setting up direct deposit and ACH billing• Assisted customers setup direct deposits by contacting their employer and faxing signed authorized documents• Assisted customers with setting up online payments by inputting their billing information into a bill payment database• Notated the switch database of any updated information regarding a customer's direct deposit or ACH payments• Worked alongside PBR's and Branch Managers to provide any updates on a customer's switch service progress Account Specialist 10/2011-05/2014 • Retained accounts ranging from $0.00-$2.5 million• Solid track record with meeting all goals; Retains/Sales, Quality, AHT, and Login Percentage• Utilized retention tools/tactics with products and services to suit customer needs• Collaborated with management to bring the credit card service and retention in-house• Successfully retained HELOC's, LOC's, CD's, checking accounts, savings and credit cards Customer Service Representative 08/2006-10/2011 • Assisted customers with their banking needs and requests: card claims, stop payments, account issues, educated on Reg CC, Reg D, etc.• Identified customer needs and recommended relevant products• Efficiently and accurately handled 60-80 customer service calls per day• Continuous compliance of federal and bank regulation testing